Position in EVRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,306,125
+$1,852,207 QoQ
Shares Held
26,682
+381.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#293
of 935 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. EVRG ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in EVRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,306,125 | 26,682 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $453,918 | 5,541 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $439,216 | 6,059 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $777,152 | 10,223 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $135,516 | 1,966 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $133,763 | 1,940 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $204,776 | 3,327 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $204,819 | 3,303 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $173,370 | 3,273 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $118,023 | 2,211 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $114,004 | 2,184 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $140,844 | 2,778 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $160,479 | 2,747 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $166,185 | 2,719 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $169,281 | 2,690 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $158,241 | 2,664 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $173,826 | 2,664 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $182,057 | 2,664 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $182,777 | 2,664 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $165,700 | 2,664 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $160,985 | 2,664 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $147,878 | 2,664 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $153,781 | 3,026 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $179,411 | 3,026 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $166,581 | 3,026 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||